The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.
FusionIQ, a leader in the delivery of cloud-based wealth management solutions, has announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful completion of a significant new fundraising round. Mr. Noll's appointment is effective today.
By Steve Kulesza, CFP®, Dynamic Chief Business Development Officer
You’ve built a thriving financial advisory practice within a Wirehouse or Independent Broker Dealer (IBD), but to take your business—and your personal life—to the next level, it’s time for a change. To gain the autonomy you need for both your clients and your family, you must break free from the constraints of your captive environment. Yet, severing ties is a daunting task, especially when it means leaving behind technology, back-office support, and compliance assistance.
(Jerry Wagner, Flexible Plan) The concept of relativity, where what one experiences depends on their frame of reference, can help investors understand what’s happening in the financial markets.
Einstein’s special theory of relativity posits that time slows down depending on your perspective, like time moving more slowly for someone on a moving train compared to a loved one waiting at the station. In investing, the answer to “How is the market doing?” often depends on the time period referenced.
A short-term view of the S&P 500 can look this bleak: